AIA
Ally Invest Advisors Portfolio holdings
AUM
$1.28B
This Quarter Return
+5.86%
1 Year Return
+10.36%
3 Year Return
+31.37%
5 Year Return
+39.41%
10 Year Return
–
AUM
$1.13B
AUM Growth
+$1.13B
(+8.4%)
Cap. Flow
+$26.7M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
86.15%
Holding
67
New
1
Increased
47
Reduced
19
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$36.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.8M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$3.84M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$2.77M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$2.63M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$37.5M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.06M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$469K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$222K |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$200K |
